We are live on ! Find out more
PHM icon

Pultegroup

1,033 hedge funds and large institutions have $20.7B invested in Pultegroup in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 384 increasing their positions, 377 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $140M | Put options by funds: $92.2M

21% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 94

2% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 377

0.37% more ownership

Funds ownership: 91.61%91.98% (+0.37%)

0% more funds holding

Funds holding: 1,0321,033 (+1)

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$224M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
1,033
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
12.64%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
114
Increased
384
Reduced
377
Closed
94
Calls
$140M
Puts
$92.2M
Net Calls
+$47.6M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1001
HFM Investment Advisors
New Jersey
$1.29K
QWM
1002
Quaker Wealth Management
New Jersey
$1.06K +$897 +7 +350%
NWS
1003
Nvest Wealth Strategies
Ohio
$1.06K +$1.15K +9 New
PJC
1004
Phillip James Consulting
Minnesota
$1K +$768 +6 New
TFM
1005
TFC Financial Management
Massachusetts
$941 -$2.95K -23 -74%
ACM
1006
Anfield Capital Management
California
$941
PMAM
1007
Picton Mahoney Asset Management
Ontario, Canada
$941
RWM
1008
Raffa Wealth Management
District of Columbia
$823 +$128 +1 +17%
AG
1009
AmeriFlex Group
Nevada
$752 +$512 +4 +200%
SA
1010
Seneschal Advisors
Washington
$706
T
1011
Tidemark
California
$706 +$768 +6 New
NL
1012
NVWM LLC
Pennsylvania
$589
APW
1013
Aventura Private Wealth
Florida
$588
PWA
1014
Portus Wealth Advisors
North Carolina
$588 +$640 +5 New
TCOT
1015
Trust Company of Toledo
Ohio
$588 +$640 +5 New
BIM
1016
Breakwater Investment Management
Washington
$471
RWS
1017
Retirement Wealth Solutions
Wisconsin
$471 +$512 +4 New
NA
1018
Networth Advisors
Pennsylvania
$470
DCM
1019
Davis Capital Management
Florida
$470 +$384 +3 +300%
BFS
1020
Bare Financial Services
Pennsylvania
$470 +$512 +4 New
CW
1021
Curio Wealth
Maryland
$470 +$512 +4 New
TWM
1022
TopTier Wealth Management
Wisconsin
$470 +$512 +4 New
SS
1023
Sunbelt Securities
Texas
$353
3FI
1024
3 Factor Indexing
California
$353 +$384 +3 New
AIM
1025
Arcadia Investment Management
Michigan
$236

PHM Hedge Fund Activity: Q1 2026 in Review

1,033 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2026, worth a combined $20.7B — down 1.1% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PHM positions and 94 closed out — a net gain of 20 holders — while 384 added to existing stakes and 377 trimmed.

The largest buyer was Franklin Resources, adding an estimated $182M. The largest seller was AGF Management, cutting an estimated $174M.

  • 1,033 institutional investors held Pultegroup (PHM) as of Q1 2026, up from 1,032 in Q4 2025.
  • Funds reported $20.7B of Pultegroup stock for Q1 2026, down 1.1% quarter-over-quarter.
  • 114 funds opened new Pultegroup positions in Q1 2026 and 94 closed out, a net change of +20 holders.
  • The largest Pultegroup buyer in Q1 2026 was Franklin Resources, an estimated $182M added.
  • The largest Pultegroup seller in Q1 2026 was AGF Management, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2026.